Jennifer has over 15 years of experience in a wide range of qualified plan and employee benefit matters, most recently focusing on employee stock ownership plans (ESOPs). She has also assisted in the design, implementation, and drafting of equity compensation plans and other non-qualified bonus, incentive, or deferred compensation plans to accomplish desired tax results and exemptions from or compliance with the Internal Revenue Code and Employee Retirement Income Security Act (ERISA) for such plans. She also regularly deals with due diligence and post-transaction changes to employee benefits and compensation programs in mergers and acquisitions.
Jennifer has extensive experience with ESOP transactions, including new ESOP’s, second stage ESOP transactions, and leveraging and re-leveraging issues. This experience also includes issues involved in the sale of ESOP companies or acquisition of other companies by businesses that are wholly or partly owned by an ESOP.
Jennifer assists private and public companies, financial institutions, non-profit organizations, and governmental entities on the design, implementation, administration, and on-going maintenance of their employee benefit plans including: pension plans, profit sharing plans, ESOPs, 401(k) plans, and health and welfare plans. In addition, she works with clients on drafting descriptions of compensation-related items for securities filings and proxy statements.
Represented ESOP trustee in 100% acquisition of an alcohol and tobacco retailer.
Advised on the design and execution of a $15 million ESOP transaction for a mechanical and engineering company.
Advised large health care system on all aspects of merging multiple 401(k) plans following a significant acquisition, impacting $1.2 billion in plan assets and benefits for 65,000 plan participants.
Assisted healthcare technology company with conversion of equity compensation arrangements in connection with corporate reorganization.
Advised national healthcare system on the spin-off and establishment of a defined benefit pension plan in connection with its acquisition of a regional healthcare system for $483 million.
The University of Alabama School of Law, J.D., 2005, magna cum laude
Furman University, B.A. Political Science, 2001
Tennessee Bar Association
Georgia Bar Association
February 4, 2021
November 4, 2020